See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,771 | $54,705+95.2% | $71,209+49.9% | $84,808+25.9% |
| Participation rate | 92.9% | 64.1%+28.8pp | 73.8%+19.1pp | 68.3%+24.5pp |
| Annual return | 16.36% | 35.90%-19.5pp | 282.51%-266.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $4,192 | $2,158+94.3% | $2,721+54.1% | $2,631+59.3% |
| Participant deferral / active EE | $7,733 | $3,030+155.2% | $4,175+85.2% | $4,212+83.6% |
| Admin fee / account holder | $17,182 | $4,863+253.3% | $5,349+221.2% | $7,344+134.0% |